+5,906.0%
TGT vs XEL
+1,926.0%
+3,980.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.9% |
| 7D | -5.0% | -1.2% | -3.8% | -4.7% |
| 30D | +3.0% | -2.9% | +5.9% | +3.8% |
| 3M | +22.6% | -2.7% | +25.3% | +23.4% |
| 6M | +31.2% | -6.5% | +37.7% | +33.3% |
| YTD | +63.7% | +3.6% | +60.1% | +61.6% |
| 1Y | +78.5% | +7.5% | +71.0% | +74.2% |
| 3Y | +40.5% | +46.3% | -5.8% | +24.6% |
| 5Y | -25.6% | +30.5% | -56.1% | -32.3% |
| 10Y | +204.7% | +151.4% | +53.3% | +129.3% |
| All | +5,906.0% | +1,926.0% | +3,980.0% | +2,200.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded XEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling